See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,430 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,893 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,627 | $27,839+204.0% | $58,482+44.7% | $71,457+18.4% |
| Participation rate | 58.0% | 34.5%+23.5pp | 50.9%+7.2pp | 67.9%-9.9pp |
| Annual return | 17.53% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,214 | $631+92.5% | $1,053+15.3% | $2,588-53.1% |
| Participant deferral / active EE | $2,903 | $1,206+140.7% | $1,924+50.9% | $4,289-32.3% |
| Admin fee / account holder | $279 | $1,641-83.0% | $2,516-88.9% | $1,587-82.4% |